Carson Wealth (CWM LLC)’s Bio-Rad Laboratories Class A BIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $108K | Buy |
387
+131
| +51% | +$37.7K | ﹤0.01% | 3197 |
|
|
2025
Q4 | $78K | Buy |
256
+54
| +27% | +$16.9K | ﹤0.01% | 3256 |
|
|
2025
Q3 | $57K | Buy |
202
+91
| +82% | +$24.8K | ﹤0.01% | 3419 |
|
|
2025
Q2 | $27K | Sell |
111
-9
| -8% | -$2.13K | ﹤0.01% | 3705 |
|
|
2025
Q1 | $29K | Sell |
120
-429
| -78% | -$129K | ﹤0.01% | 3402 |
|
|
2024
Q4 | $180K | Sell |
549
-76
| -12% | -$25.8K | ﹤0.01% | 1891 |
|
|
2024
Q3 | $209K | Sell |
625
-134
| -18% | -$42.6K | ﹤0.01% | 1734 |
|
|
2024
Q2 | $207K | Buy |
759
+103
| +16% | +$30K | ﹤0.01% | 1572 |
|
|
2024
Q1 | $227K | Buy |
656
+100
| +18% | +$32.9K | ﹤0.01% | 1450 |
|
|
2023
Q4 | $180K | Sell |
556
-119
| -18% | -$37.3K | ﹤0.01% | 1467 |
|
|
2023
Q3 | $242K | Buy |
675
+107
| +19% | +$41.3K | ﹤0.01% | 1230 |
|
|
2023
Q2 | $215K | Buy |
568
+201
| +55% | +$81.8K | ﹤0.01% | 1221 |
|
|
2023
Q1 | $176K | Sell |
367
-29
| -7% | -$13.6K | ﹤0.01% | 1240 |
|
|
2022
Q4 | $167K | Buy |
396
+31
| +8% | +$12.5K | ﹤0.01% | 1165 |
|
|
2022
Q3 | $152K | Buy |
365
+109
| +43% | +$54.3K | ﹤0.01% | 1158 |
|
|
2022
Q2 | $127K | Sell |
256
-52
| -17% | -$27.1K | ﹤0.01% | 1220 |
|
|
2022
Q1 | $173K | Buy |
308
+113
| +58% | +$68.1K | ﹤0.01% | 1099 |
|
|
2021
Q4 | $147K | Buy |
+195
| New | +$146K | ﹤0.01% | 1155 |
|
|
2021
Q2 | $97K | Hold |
150
| – | – | ﹤0.01% | 1152 |
|
|
2021
Q1 | $97K | Hold |
150
| – | – | ﹤0.01% | 1152 |
|
|
2020
Q4 | $97K | Hold |
150
| – | – | ﹤0.01% | 1152 |
|
|
2020
Q3 | $97K | Hold |
150
| – | – | ﹤0.01% | 1152 |
|
|
2020
Q2 | $97K | Hold |
150
| – | – | ﹤0.01% | 1152 |
|
|
2020
Q1 | $97K | Hold |
150
| – | – | ﹤0.01% | 1152 |
|
|
2019
Q4 | $97K | Hold |
150
| – | – | ﹤0.01% | 1152 |
|
|
2019
Q3 | $97K | Hold |
150
| – | – | ﹤0.01% | 1152 |
|
|
2019
Q2 | $97K | Hold |
150
| – | – | ﹤0.01% | 1152 |
|
|
2019
Q1 | $97K | Buy |
150
+48
| +47% | +$13K | ﹤0.01% | 1152 |
|
|
2018
Q4 | $24K | Buy |
102
+72
| +240% | +$19.3K | ﹤0.01% | 1077 |
|
|
2018
Q3 | $9K | Hold |
30
| – | – | ﹤0.01% | 1180 |
|
|
2018
Q2 | $9K | Buy |
+30
| New | +$8.28K | ﹤0.01% | 1024 |
|
|
2017
Q4 | – | Sell |
-12
| Closed | -$3K | – | 1458 |
|
|
2017
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 1185 |
|
|
2017
Q2 | $3K | Hold |
12
| – | – | ﹤0.01% | 945 |
|
|
2017
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 968 |
|
|
2016
Q4 | $2K | Buy |
+12
| New | +$2.05K | ﹤0.01% | 968 |
|
Other funds holding BIO
AI
Carson Wealth (CWM LLC)'s BIO Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Bio-Rad Laboratories Class A (BIO) stake by 51% in Q1 2026, buying an estimated $37.7K and bringing the position to 387 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #3197.
Carson Wealth (CWM LLC) first reported a position in BIO in Q4 2016 and has held it in 35 quarters since. The position peaked at $242K in Q3 2023. 393 funds tracked by Wall St. Rank hold BIO as of Q1 2026.
- Carson Wealth (CWM LLC) held 387 shares of Bio-Rad Laboratories Class A worth $108K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 131 Bio-Rad Laboratories Class A shares in Q1 2026, an estimated $37.7K.
- Bio-Rad Laboratories Class A made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3197 holding.
- Carson Wealth (CWM LLC) first reported a position in Bio-Rad Laboratories Class A in Q4 2016 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s Bio-Rad Laboratories Class A position peaked at $242K in Q3 2023.
- 393 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.